Wirtschaft
US Housing Market Data Releases Set for Thursday Morning
August housing starts and pending home sales figures will be published Thursday, according to scheduled economic calendar listings.
BCA Warns of 2028 Policy Shifts if Trump’s Tariffs Resume
Trump’s potential revival of reciprocal tariffs through 2027 raises concerns about retaliatory global trade actions and a possible shift toward Democratic-leaning economic policies by 2028.
UBS: Central Banks Should Focus on Market Inflation Expectations
Chief Economist Paul Donovan argues that central banks should prioritize financial market inflation expectations over consumer and corporate surveys when setting policy.
Bessent Faces Pressure as Treasury Yields Approach 5%
Yields surged nearly 19 basis points this week, pressing Secretary Bessent to deploy larger bond buybacks as the Fed prepares for a quarter-point rate hike.
U.S. inflation data remains pivotal for upcoming Federal Reserve rate decisions after surprise hiring jump
U.S. inflation data is viewed as pivotal for upcoming Federal Reserve rate decisions after a surprise jump in hiring.
Trump criticizes Ukrainian attacks on Russian diesel infrastructure, says they hurt global economy
Former President Donald Trump said Ukrainian strikes on Russian diesel facilities are damaging the global economy.
Discussion Raised Over Ireland's Impact on Eurozone GDP Accuracy
Analysts are debating whether Ireland's economic output distorts headline Eurozone GDP figures, raising questions about the reliability of regional macro data.
Fed Rate-Hike Odds Rise to 59% Ahead of August CPI
August CPI data due Friday could decide whether the Fed hikes on Sept. 16, after strong jobs data lifted 25bp move odds to 59% from about 50%.
Fed rate decision focus on inflation after employment reports
The Federal Reserve's upcoming rate decision is expected to be guided by inflation data following recent employment reports.
Fed Survey: Inflation Expectations Ease, Unemployment Woes Deepen
The New York Fed's August consumer survey shows three-year inflation expectations slipping to 3.2%, while the probability of rising unemployment hit a post-April 2020 high of 44.4%, signaling deteriorating labor-market sentiment.
US Treasury Yields Dip Before Key Inflation Data and FOMC Meeting
US Treasury yields fell slightly as investors position ahead of August consumer inflation data releases and an upcoming Federal Open Market Committee meeting.
Trump Says U.S. Should Have World's Lowest Interest Rate Ahead of Fed Meeting
The U.S. president made the comments days before the Federal Reserve convenes its latest policy meeting.
HSBC says risk assets shrug off negative catalysts as market strength remains 'breathtaking'
HSBC strategist Max Kettner attributes continued equity and bond rally to earnings resilience, wealth effects and ample central‑bank support, while warning that U.S. risks could end the run.
US-Canada trade war escalates as US stocks and futures slide alongside rising oil
Escalating trade tensions between the United States and Canada coincide with declining US stock futures and higher oil prices.
Swiss parliament criticises F-35 procurement overrun, cites government failure
The National Council’s oversight commission said no fixed price was agreed with the United States and criticised the defence ministry’s negotiation process, after a CHF 400 million cost overrun forced a reduction in jet numbers.
Ukrainian central bank sees inflation near 10% in 2026 on Russian attacks
The Ukrainian central bank expects attacks and the Black Sea blockade to add 0.4-0.6 percentage points to this year's inflation and leave it around 10% by end-2026.
UK pays record 5.82% on 30-year bond
Britain sold £4.25bn of 30-year bonds at 5.8168%, the highest comparable yield since 1998, as inflation and oil-price concerns raised long-term borrowing costs.
Canada Explores Closer EU Ties Amid Worsening US Relations
Canadian PM Mark Carney is examining an associated EU partnership, seeking deeper cooperation in energy, AI, defence and critical minerals as a counterweight to escalating trade tensions with Washington.
White House pressures Fed on rate decisions amid Wall Street hike expectations
The White House is applying pressure on the Federal Reserve as Wall Street prices in expectations for interest rate hikes.
Fed rate hike is about Wall Street, not inflation, says economist
An economist says the Federal Reserve's upcoming rate increase is motivated by Wall Street concerns rather than inflation.
Citi expects BOJ rate hike to 1.25%; political votes and Fed key to yen
Citi Research expects the BOJ to lift its policy rate to 1.25%, while USD/JPY near 154.52 and the Fed's next decision could determine near-term yen direction.
Citi Sees BOJ Raising Policy Rate to 1.25%, Cites Political Alignments and Fed Path
Citi Research projects the Bank of Japan will lift its key rate to 1.25%, with the Federal Reserve’s stance and appointments by Prime Minister Sanae Takaichi shaping the path forward.
U.S. Bond Yields Approach 5% Milestone as Debt Tops $40 Trillion
The 10-year Treasury yield nears 5% for the first time in nearly two decades, while U.S. government debt surpasses $40 trillion and real rates climb to fresh highs.
Marktvolatilität vorerst gebremst, aber Risiken für September und Oktober steigen
Finanzmärkte zeigen nach ruhigem August Anzeichen von Spannungen durch Zinsentscheidungen, US-Wahlen und geopolitische Faktoren.
Surging Inflation Tests US, UK and Japan Central Banks as Rate Decisions Loom
Resurgent energy costs and persistent price pressures converge as the Federal Reserve, Bank of England and Bank of Japan prepare policy moves this week.